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Caldwell Trust’s Lloyds Banking Group LYG Stock Holding History

Caldwell Trust’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.43K Buy
+246
New +$1.33K ﹤0.01% 772

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Caldwell Trust's LYG Position: Q2 2026 in Review

Caldwell Trust opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 246 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings.

608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Caldwell Trust held 246 shares of Lloyds Banking Group worth $1.43K as of Q2 2026.
  • Lloyds Banking Group was a new Caldwell Trust position in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #772 holding.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.